Eric Stephen Collier
Analyst-Equity bij SMI Advisory Services LLC
Profiel
Mr. Eric S.
Collier, CFA, is a Portfolio Manager at SMI Advisory Services LLC.
His duties involve researching and selecting the Funds' investments, determining overall allocation among style categories, and trading, subject to the ultimate decision-making authority of the senior portfolio manager.
Mr. Collier worked at Oxford Group, Ltd, a fee-only financial services firm.
At Oxford Group, he provided investment advice to several high net-worth individuals concentrating on investment and financial planning strategies.
Prior to joining Oxford Group, he was an investment analyst and registered investment advisor representative for Webb Financial Advisors, an investment advisory firm, where he was responsible for due diligence and manager selection on large capitalized growth and value securities, small capitalized growth and value securities, international capitalized securities, and fixed income securities.
Mr. Collier graduated from Indiana University with a B.S.
in Finance.
He also studied at the University of Maastricht in the Netherlands in the International Business Program.
He is a Chartered Financial Analyst charter holder, and he is a member of the CFA Institute (formerly the Association for Investment Management and Research) and of the Investment Management Association of Indianapolis.
Actieve functies van Eric Stephen Collier
Bedrijven | Functie | Begin |
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SMI Advisory Services LLC
SMI Advisory Services LLC Investment ManagersFinance SMI Advisory Services LLC (SMI) is a SEC-registered investment advisor headquartered in Columbia, Indiana. The firm was founded in 2005 and is a subsidiary of Marathon Partners LLC. SMI provides investment advice to individuals and investment companies, manages separate accounts (private accounts) and act as the advisor to the SMI Family of mutual funds, all open-end registered investment companies. | Analyst-Equity | 31-08-2005 |
Eerdere bekende functies van Eric Stephen Collier
Bedrijven | Functie | Einde |
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Oxford Group
Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Opleiding van Eric Stephen Collier
Indiana University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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SMI Advisory Services LLC
SMI Advisory Services LLC Investment ManagersFinance SMI Advisory Services LLC (SMI) is a SEC-registered investment advisor headquartered in Columbia, Indiana. The firm was founded in 2005 and is a subsidiary of Marathon Partners LLC. SMI provides investment advice to individuals and investment companies, manages separate accounts (private accounts) and act as the advisor to the SMI Family of mutual funds, all open-end registered investment companies. | Finance |
Oxford Group
Oxford Group Finance/Rental/LeasingFinance Oxford Group provides diversified financing services. The private company is based in Bethesda, MD and has subsidiaries in the United States. | Finance |